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CIK: 0001133014
Total reported value
$486.7M
$486.7M
329 檔
24.6%
During the Q2 2025 filing period, Monetary Management Group Inc (CIK: 0001133014) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $486.7M across 329 reported positions.
Monetary Management Group Inc executed strategic sector rebalancing during Q2 2025, establishing 9 new positions while fully exiting 4 holdings and trimming 51 positions.
Showing top 200 holdings (of 329 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.69% | -1.90% | -0.53% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.43% | -0.19% | +0.71% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.72% | -1.07% | -1.46% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.51% | +0.15% | +0.68% | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.12% | +0.20% | -0.64% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.81% | -0.57% | — | |
| 7 | ✓ | Stock-Other | 2.69% | — | — | ||
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.19% | +0.62% | — | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 2.19% | -0.13% | -0.12% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.83% | -0.10% | +0.20% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 1.66% | +0.03% | -0.14% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.45% | +0.07% | -0.47% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.17% | -0.12% | — | |
| 14 | ORCL | Oracle CORP | Stock-Tech | 1.17% | -0.09% | -10.51% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.09% | +0.02% | -0.44% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.03% | -0.19% | — | |
| 17 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.02% | +0.43% | -10.75% | |
| 18 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.01% | — | -3.97% | |
| 19 | AMGN | Amgen Inc | Stock-Healthcare | 0.97% | -0.14% | +0.18% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.89% | -0.03% | +0.99% | |
| 21 | KLAC | Kla CORP | Stock-Tech | 0.83% | +0.72% | +0.40% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.83% | -0.17% | -4.17% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 0.82% | -0.15% | — | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.81% | -0.21% | -3.67% | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 0.78% | +0.52% | — | |
| 26 | SYK | Stryker CORP | Stock-Healthcare | 0.75% | -0.13% | — | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.73% | -0.36% | +3.22% | |
| 28 | QCOM | Qualcomm Inc | Stock-Tech | 0.73% | +0.06% | — | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.70% | -0.03% | +5.94% | |
| 30 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.69% | +0.03% | — | |
| 31 | ✓ | Stock-Other | 0.69% | — | +13.34% | ||
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.68% | +0.14% | +13.52% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | -0.08% | +3.45% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.67% | -0.08% | — | |
| 35 | PM | Philip Morris International | Stock-Consumer Staples | 0.66% | -0.07% | -12.60% | |
| 36 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.64% | -0.03% | — | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 0.63% | -0.13% | -0.19% | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.63% | -0.19% | +7.90% | |
| 39 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.60% | -0.08% | +1296.37% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.59% | -0.09% | +3.27% | |
| 41 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.57% | -0.29% | — | |
| 42 | PH | Parker Hannifin CORP | Stock-Industrials | 0.53% | -0.04% | — | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.48% | — | — | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.48% | -0.12% | — | |
| 45 | ✓ | Stock-Other | 0.47% | — | +10.33% | ||
| 46 | XLK | Ss Technology Select Sector | ETF-Tech | 0.47% | +0.15% | +2.47% | |
| 47 | ✓ | Stock-Other | 0.46% | — | +0.57% | ||
| 48 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.45% | -0.10% | +1.54% | |
| 49 | DE | Deere & Co | Stock-Industrials | 0.45% | -0.04% | — | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.9% | +0.71% | Add |
| 2 | MSFT | Microsoft CORP | +1.5% | -0.53% | Trim |
| 3 | AVGO | Broadcom Inc | +1.2% | +0.68% | Add |
| 4 | META | Meta Platforms Inc-class A | +0.4% | — | Unchanged |
| 5 | ORCL | Oracle CORP | +0.3% | -10.51% | Trim |
| 6 | COF | Capital One Financial CORP | +0.3% | +631.47% | Add |
| 7 | DELL | Dell Technologies -c | +0.2% | — | Add |
| 8 | NFLX | Netflix Inc | +0.2% | +7.90% | Add |
| 9 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -10.75% | Trim |
| 10 | AMZN | Amazon.com Inc | +0.1% | — | Unchanged |
| 11 | LRCXEUR | Lam Research CORP | +0.1% | -3.97% | Trim |
| 12 | KLAC | Kla CORP | +0.1% | +0.40% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +0.20% | Add |
| 14 | PANW | Palo Alto Networks Inc | +0.1% | +27.34% | Add |
| 15 | TSLA | Tesla Inc | +0.1% | +5.94% | Add |
| 16 | SPOT | Spotify Technology S.A. | +0.1% | NEW | New buy |
| 17 | IWF | Ishares Russell 1000 Growth | +0.1% | -0.47% | Trim |
| 18 | APH | Amphenol Corp-cl A | +0.1% | — | Unchanged |
| 19 | UTG | Reaves Utility Income Fund | +0.1% | +134.29% | Add |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 21 | AMD | Advanced Micro Devices | +0.1% | -2.28% | Trim |
| 22 | XLK | Ss Technology Select Sector | +0.1% | +2.47% | Add |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | — | Add |
| 24 | ASML | ASML Holding N.V. | +0.1% | NEW | New buy |
| 25 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 26 | MU | Micron Technology Inc | +0.1% | +14.29% | Add |
| 27 | LHX | L3harris Technologies Inc | 0% | — | Unchanged |
| 28 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 29 | SOXX | Ishares Semiconductor ETF | 0% | — | Unchanged |
| 30 | GS | Goldman Sachs Group Inc | 0% | -2.85% | Trim |
| 31 | FANG | Diamondback Energy Inc | 0% | — | Add |
| 32 | UBER | Uber Technologies Inc | 0% | — | Trim |
| 33 | BKNG | Booking Holdings Inc | 0% | — | Unchanged |
| 34 | XLI | Ss Industrial Select Sector | 0% | — | Add |
| 35 | WFC | Wells Fargo & Co | 0% | +14.89% | Add |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 37 | BWXT | Bwx Technologies Inc | 0% | — | Add |
| 38 | PH | Parker Hannifin CORP | 0% | — | Unchanged |
| 39 | CDNS | Cadence Design Sys Inc | 0% | — | Unchanged |
| 40 | EMR | Emerson Electric Co | 0% | — | Unchanged |
| 41 | XLP | Ss Consumer Staples Sel Sect | 0% | — | Add |
| 42 | IGV | Ishares Expanded Tech-softwa | 0% | — | Unchanged |
| 43 | AXP | American Express Co | 0% | — | Unchanged |
| 44 | DIS | Walt Disney Co/the | 0% | — | Unchanged |
| 45 | PLTR | Palantir Technologies Inc-a | 0% | — | Unchanged |
| 46 | FCX | Freeport-mcmoran Inc | 0% | NEW | New buy |
| 47 | CEG | Constellation Energy | 0% | — | Add |
| 48 | AL | Air Lease CORP | 0% | NEW | New buy |
| 49 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Trim |
| 50 | XLC | Ss Comm Select Sector Spdr | 0% | +3.15% | Add |
According to official SEC Form 13F filings, Monetary Management Group Inc reported a total U.S. public equity portfolio value of $486.7M across 329 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AAPL) accounted for 24.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
SPOT
市值: $391.3K
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $793.8K
During Q2 2025, Monetary Management Group Inc's top holdings by market value included MSFT (8.7%)、NVDA (7.4%)、AAPL (6.7%). The largest single position, MSFT, represented 8.7% of total portfolio value.
In Q2 2025, Monetary Management Group Inc made 104 total portfolio adjustments, initiating 9 new buys, adding to 40 positions, trimming 51 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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